Designing Work-Optional Lifestyles for Women & Couples with Dynamic Financial Plans | Financial Consultant for Executives & Business Owners in Sports & Tech | Financial Wellness Speaker

Somewhere between building a career, managing a household, and making a thousand decisions a week, your financial life got complicated. And nobody handed you a manual.

By most measures you're doing everything right. But there's this voice in the background that doesn't quite go away. Am I leaving money on the table somewhere? Do I even know what I don't know? 

You have accounts, maybe an advisor, maybe a spreadsheet you keep meaning to update, but nobody has ever looked at how it all fits together. And that's the part that bothers you most.

You could spend hours researching it yourself. A lot of women do. But you have a hundred other things that actually need your attention.

That's where I come in.

I'm Renee Cohen, CFP® and founder of Nexa Wealth. I work with women in their 40s and 50s and their families who plan alongside them who are ready to stop guessing and start knowing that nothing is falling through the cracks.

I don't hand you a plan and disappear. We work together as life keeps moving - through decisions as they come up and priorities as they shift. Because a financial plan that sits in a drawer isn't really a plan. It's a document.

You don't have to become an expert. But you will understand every decision we make and why. Being in control doesn't mean doing it alone. It means having the right person in your corner.  My clients come to me carrying a lot of uncertainty. What changes isn't that their life gets simpler. It's that they finally have direction and someone to think it through with.

If any of this sounds familiar, I'd love to talk. Reach me here or at nexawealthplanning.com.

Not ready to talk yet? I put together a short guide called The Financial Blind Spot Blueprint — it's a good place to start if you want to see where the gaps might be. You can grab it in my featured section.

Renee Cohen, CFP®

Vice President of Marketing | Demand Generation Leader | GTM Strategist | B2B SaaS Growth Expert | Marketing Director | AI, Cybersecurity, Health & Wellness, Fintech Specialist

I turn B2B SaaS marketing into predictable revenue. I design segmented GTM systems, collaboration with Sales and Product, and use martech plus analytics to focus on the moments that move deals forward.

I build revenue systems for B2B SaaS.
$130M ARR influenced. $2.5M ARR in 120 days. 40 to 60 percent MQL to SQL lift. 3.2x ROAS.
I align product, sales, and finance. 

I lead ICP, positioning, demand, PLG, lifecycle, ABM, enablement, analytics, and hiring.

Highlights: $150M+ in revenue impact across SaaS, AI, FinTech, HealthTech, and CRE, ARR scale from $8M to $50M, $78.3M in sourced pipeline, CAC down 30 percent.

Focus: demand gen, ABM, lifecycle, product marketing, SDR alignment, CRO, field and events.

If you're looking for a strategic marketing leader who loves getting his hands in the weeds and can pivot quickly and  has the knowledge to build pipeline and solve you problems, scale revenue, and lead with precision, let's talk.

Brandon Smith

TLDR: I am looking for my next senior marketing role. Head of Marketing or VP Marketing. 👋

Quick context. My recent chapter has been a mix of fractional and full time. Full time, I led marketing inside B2B SaaS and AI teams where the goal was simple, grow revenue and fix the GTM operating system. Fractional, I have stepped in as a builder, cleaned up positioning, funnel definitions, lifecycle, and performance, then put a rhythm in place so teams execute without chaos. 🔧📈

A few proof points. ARR 8M to 50M in 12 months. 🚀 Built a new region from 0 to 10M ARR. 🌎 Generated 78.3M in pipeline across ABM, lifecycle, field, and performance. 🎯 Fractional work, CPL down 38 percent and lead quality up. ✅

Where I fit. B2B SaaS, AI, FinTech, software enabled services. Enterprise and mid market. Remote friendly teams who value clarity, pace, and accountability. 🤝

If you are hiring, or you know someone hiring, comment or DM me. 🙌 If you are also on the market, comment your target role and industry so the right people find you here too. 👇

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Renee Cohen, CFP®

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The Battle

Renee Cohen, CFP®

Brandon Smith

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Brandon Smith's LinkedIn Performance

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